Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.02M Sell
7,246
-183
-2% -$51.1K 0.81% 25
2025
Q1
$2.31M Buy
7,429
+6
+0.1% +$1.87K 0.99% 20
2024
Q4
$1.93M Buy
7,423
+151
+2% +$39.4K 0.84% 24
2024
Q3
$2.34M Sell
7,272
-116
-2% -$37.4K 1.05% 21
2024
Q2
$2.31M Buy
7,388
+5
+0.1% +$1.56K 1.14% 18
2024
Q1
$2.1M Sell
7,383
-140
-2% -$39.8K 1.06% 23
2023
Q4
$2.17M Sell
7,523
-20
-0.3% -$5.76K 1.16% 22
2023
Q3
$2.03M Sell
7,543
-264
-3% -$70.9K 1.17% 18
2023
Q2
$1.73M Sell
7,807
-346
-4% -$76.8K 0.95% 26
2023
Q1
$1.97M Sell
8,153
-221
-3% -$53.4K 1.13% 17
2022
Q4
$2.2M Buy
8,374
+5
+0.1% +$1.31K 1.34% 12
2022
Q3
$1.89M Buy
8,369
+280
+3% +$63.1K 1.27% 18
2022
Q2
$1.97M Buy
8,089
+405
+5% +$98.5K 1.28% 18
2022
Q1
$1.86M Buy
7,684
+255
+3% +$61.7K 1.08% 21
2021
Q4
$1.67M Buy
7,429
+116
+2% +$26.1K 0.97% 25
2021
Q3
$1.56M Buy
7,313
+574
+9% +$122K 1% 25
2021
Q2
$1.64M Buy
6,739
+54
+0.8% +$13.2K 1.16% 23
2021
Q1
$1.66M Buy
6,685
+17
+0.3% +$4.23K 1.24% 23
2020
Q4
$1.53M Buy
+6,668
New +$1.53M 1.37% 21